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Maryling Yu ("Mare") is vice president of marketing at CCC Intelligent Solutions, responsible for all aspects of marketing at the company, with a strategic focus on developing and retaining customers across the entire lifecycle and has over 20 years of marketing experience. Previously, she was the chief marketing officer for Backstop Solutions, a Chicago-based financial technology company. During her tenure, she played a key role in the company's growth, helping it double in size from 2016 to 2022 before its successful sale to ION Analytics. Mare specializes in B2B technology marketing and has also held senior level marketing positions at Sungard Availability Services and has consulted for many Silicon Valley-based technology companies.

Yohan Lobo is industry solutions manager, financial services, at M-Files.

The group of 20 massive companies including Moneta, Chevy Chase, Evoke and Savant manage a combined $343.9 billion in assets under management.

The printable PDF includes rankings based on the firms' AUM and includes number of employees, client accounts and financial advisors.

Firms need the latest artificial intelligence-driven tools to capture the great wealth transfer's digital-first prospect base — but also the skillsets to effectively use them.

Whoever is named SEC chair by the president-elect is likely to take a lighter hand on crypto, AI and "regulation by enforcement."

Sanford Nowlin is editor-in-chief of the San Antonio Current.

The division director of the northeast for Raymond James Financial Services shares how the group works with some of the biggest names in the industry.

Experts say this acquisition will have far-reaching effects on the entire wealth management industry as a generational shift is underway.

Todd Whalen, founder of Advanced Tax Solutions, is a CPA and Certified Tax Resolution Specialist. Licensed in Colorado, he represents clients nationwide before the IRS. With a Master of Taxation from the University of Denver, he specializes in resolving complex tax issues for businesses and individuals.